Smith Douglas HomesSDHC

13F holders, Q1 2024 (March 31)
71holders
4famous investors
$29.70avg. 13F price*

At the end of Q1 2024, 71 institutions reported holding Smith Douglas Homes Corp. (SDHC) in their 13F filings. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($40.9M), Gilder Gagnon Howe & Co. LLC ($24.9M) and BlackRock Inc. ($20.4M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Smith Douglas Homes Corp.
CUSIP
83207R107
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 71Q1 2024Q2 2024: 62Q2 2024Q3 2024: 74Q3 2024Q4 2024: 70Q4 2024Q1 2025: 55Q1 2025Q2 2025: 55Q2 2025Q3 2025: 52Q3 2025Q4 2025: 46Q4 2025Q1 2026: 58Q1 2026Q2 2026: 62Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions71$280.6M
Exits0$0

Ownership 71 holders

Kayne Anderson Rudnick Investment Management LLC 0.09% New 1,377,081 $40.9M
Gilder Gagnon Howe & Co. LLC 0.31% New 838,649 $24.9M
BlackRock Inc. 0.00% New 688,308 $20.4M
T. Rowe Price Investment Management, Inc. 0.01% New 637,104 $18.9M
Wellington Management Group LLP 0.00% New 536,987 $15.9M
Federated Hermes, Inc. 0.03% New 500,000 $14.8M
Hood River Capital Management LLC 0.32% New 482,199 $14.3M
Vanguard Group Inc. 0.00% New 452,897 $13.5M
Massachusetts Financial Services Co. 0.00% New 442,000 $13.1M
Long Pond Capital, LP 0.71% New 417,112 $12.4M
Zimmer Partners, LP 0.21% New 325,000 $9.7M
Citadel Advisors 0.01% New 263,485 $7.8M
Driehaus Capital Management LLC 0.07% New 245,798 $7.3M
Balyasny Asset Management L.P. 0.02% New 219,325 $6.5M
Next Century Growth Investors LLC 0.46% New 178,979 $5.3M
Beck Mack & Oliver LLC 0.09% New 142,029 $4.2M
Lisanti Capital Growth, LLC 0.97% New 133,755 $4.0M
Walleye Capital LLC 0.04% New 113,044 $3.4M
Wells Fargo & Company 0.00% New 102,553 $3.0M
Ghisallo Capital Management LLC 0.36% New 95,000 $2.8M
Geode Capital Management, LLC 0.00% New 88,964 $2.6M
Marshall Wace, LLP 0.00% New 76,734 $2.3M
Scopus Asset Management, L.P. 0.07% New 68,500 $2.0M
Franklin Resources Inc. 0.00% New 68,476 $2.0M
Rokos Capital Management LLP 0.05% New 60,000 $1.8M
Woodline Partners LP 0.02% New 57,111 $1.7M
Capstone Investment Advisors, LLC 0.06% New 54,700 $1.6M
Seven Grand Managers, LLC 0.73% New 50,000 $1.5M
Squarepoint Ops LLC 0.01% New 49,945 $1.5M
Schonfeld Strategic Advisors LLC 0.01% New 49,825 $1.5M
Point72 (DIFC) Ltd 0.11% — 47,290 $1.4M
Brant Point Investment Management LLC 0.30% New 45,000 $1.3M
D. E. Shaw & Co. 0.00% New 43,806 $1.3M
Envestnet Asset Management Inc. 0.00% New 41,903 $1.2M
Two Sigma Investments, LP 0.00% New 36,922 $1.1M
Caas Capital Management LP 0.46% New 36,323 $1.1M
Townsquare Capital LLC 0.02% New 35,125 $1.0M
Sei Investments Co. 0.00% New 34,178 $1.0M
State Street Corp. 0.00% New 30,100 $894K
Peregrine Capital Management LLC 0.02% New 29,190 $867K
Jane Street Group, LLC 0.00% New 28,587 $849K
Moore Capital Management, LP 0.02% New 25,000 $743K
Daiwa Securities Group Inc. 0.00% New 23,172 $688K
Teachers Retirement System of the State of Kentucky 0.01% New 19,009 $565K
Stifel Financial Corp. 0.00% New 18,788 $558K
Two Sigma Advisers, LP 0.00% New 18,700 $555K
Millennium Management 0.00% New 18,441 $548K
Northern Trust Corp. 0.00% New 16,827 $500K
Occudo Quantitative Strategies LP 0.08% New 16,233 $482K
Neuberger Berman Group LLC 0.00% New 15,915 $473K
Legato Capital Management LLC 0.06% New 15,470 $459K
JPMorgan Chase & Co. 0.00% New 14,244 $423K
Azzad Asset Management Inc. 0.04% New 11,158 $331K
Weiss Asset Management LP 0.02% New 10,000 $297K
Renaissance Technologies 0.00% New 9,300 $276K
M&T Bank Corp 0.00% New 7,852 $233K
Morgan Stanley 0.00% New 7,577 $225K
US Bancorp \de 0.00% New 6,244 $185K
Sandia Investment Management LP 0.18% New 6,000 $178K
State of Wyoming 0.01% New 2,976 $88K
SYSTM Wealth Solutions LLC 0.01% New 2,557 $76K
Bank of America Corp. 0.00% New 2,125 $63K
Qube Research & Technologies Ltd 0.00% New 1,005 $30K
Legal & General Group Plc 0.00% New 743 $22K
Tower Research Capital LLC (TRC) 0.00% New 674 $20K
Rakuten Investment Management, Inc. 0.00% New 293 $9K
MCF Advisors LLC 0.00% New 212 $6K
First Horizon Advisors, Inc. 0.00% New 197 $6K
Wolff Wiese Magana LLC 0.00% New 46 $1K
Covestor Ltd 0.00% New 46 $1K
Macquarie Group Ltd. 0.00% New 254 $8

"% of holder's portfolio" is SDHC's weight in each manager's 13F, not the share of Smith Douglas Homes Corp. the manager owns.